Wealth Management Associates, Inc.

13F filer, CIK 2067339, Cherry Hill, NJ

Wealth Management Associates, Inc. reported $234,034,653 across 210 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-05-28. Its ten largest share positions make up 36.29% of the portfolio.

Filed 2025-05-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC13F-HR 0001214659-25-008455

Period: 2024-12-31
Reported value: $234M
Holdings: 210
Top 10 weight: 36.29%
New: 10
Sold out: 9

Largest buys vs the previous quarter

Security	Shares change	Approx. value
GLDadded	+3,581	$867K
APLDnew	+76,210	$582K
IBITadded	+8,957	$475K
BMYnew	+4,963	$281K
TKOnew	+1,948	$277K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
CPBexited	-6,370	-$312K
BLVexited	-3,480	-$262K
SDVYexited	-6,865	-$250K
SCCOexited	-2,039	-$236K
VCSHexited	-2,669	-$212K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001214659-25-008455, largest first. % of portfolio is the value over $234,034,653, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
AAPLAPPLE INC	66,309	$16.6M	7.1%	+794	Timeline
TLTISHARES TR	128,716	$11.2M	4.8%	+3,078	Timeline
IVVISHARES TR	17,882	$10.5M	4.5%	+173	Timeline
MSFTMICROSOFT CORP	20,800	$8.77M	3.75%	+8	Timeline
VTIVANGUARD INDEX FDS	26,314	$7.63M	3.26%	-206	Timeline
NVDANVIDIA CORPORATION	54,765	$7.35M	3.14%	-1,495	Timeline
DVYISHARES TR	55,327	$7.26M	3.1%	-52	Timeline
VYMVANGUARD WHITEHALL FDS	43,678	$5.57M	2.38%	+297	Timeline
TAT&T INC	224,305	$5.11M	2.18%	+2,352	Timeline
TDIVFIRST TR EXCHANGE TRADED FD	62,065	$4.87M	2.08%	+150	Timeline
ITOTISHARES TR	35,560	$4.57M	1.95%	+527	Timeline
KMIKINDER MORGAN INC DEL	163,076	$4.47M	1.91%	-290	Timeline
IDVISHARES TR	140,317	$3.84M	1.64%	+2,356	Timeline
PLTRPALANTIR TECHNOLOGIES INC	48,567	$3.67M	1.57%	-2,507	Timeline
GLDSPDR GOLD TR	14,270	$3.46M	1.48%	+3,581	Timeline
GOOGLALPHABET INC	15,623	$2.96M	1.26%	+9	Timeline
AXONAXON ENTERPRISE INC	4,900	$2.91M	1.24%	-45	Timeline
LLYELI LILLY & CO	3,689	$2.85M	1.22%	-21	Timeline
AMZNAMAZON COM INC	12,739	$2.79M	1.19%	-65	Timeline
XOMEXXON MOBIL CORP	25,770	$2.77M	1.18%	+10	Timeline
AGGISHARES TR	28,546	$2.77M	1.18%	+978	Timeline
SRLNSSGA ACTIVE ETF TR	62,792	$2.62M	1.12%	+2,615	Timeline
AVGOBROADCOM INC	10,890	$2.52M	1.08%	-458	Timeline
HDVISHARES TR	20,241	$2.27M	0.97%	+432	Timeline
BIVVANGUARD BD INDEX FDS	30,223	$2.26M	0.97%	+700	Timeline
PEGPUBLIC SVC ENTERPRISE GROUP	26,577	$2.25M	0.96%	+85	Timeline
SOUNSOUNDHOUND AI INC	107,724	$2.14M	0.91%	+13,950	Timeline
VGTVANGUARD WORLD FD	3,240	$2.01M	0.86%	-46	Timeline
JPMJPMORGAN CHASE & CO	8,185	$1.96M	0.84%	-43	Timeline
GOOGALPHABET INC	10,116	$1.93M	0.82%	-49	Timeline
VZVERIZON COMMUNICATIONS INC	46,234	$1.85M	0.79%	-284	Timeline
QQQINVESCO QQQ TR	3,522	$1.8M	0.77%	-39	Timeline
ONEQFIDELITY COMWLTH TR	22,408	$1.7M	0.73%	+351	Timeline
PHYSSPROTT ASSET MANAGEMENT LP	78,153	$1.57M	0.67%	-135	Timeline
PGPROCTER & GAMBLE CO	9,236	$1.55M	0.66%	0	Timeline
BACBANK OF AMER CORP	34,711	$1.53M	0.65%	-986	Timeline
CRWDCROWDSTRIKE HLDGS INC	4,372	$1.5M	0.64%	+35	Timeline
JNJJOHNSON & JOHNSON	10,168	$1.47M	0.63%	-23	Timeline
IBITISHARES BITCOIN TRUST ETF	26,262	$1.39M	0.6%	+8,957	Timeline
TTDTHE TRADE DESK INC	11,314	$1.33M	0.57%	-92	Timeline
WMTWALMART INC	14,587	$1.32M	0.56%	-1,018	Timeline
PFEPFIZER INC	49,667	$1.32M	0.56%	+1,187	Timeline
ABBVABBVIE INC	7,013	$1.25M	0.53%	+91	Timeline
CVXCHEVRON CORPORATION	7,856	$1.14M	0.49%	-30	Timeline
MRKMERCK & CO INC	11,404	$1.13M	0.48%	-871	Timeline
VFHVANGUARD WORLD FD	9,519	$1.12M	0.48%	-55	Timeline
IBMINTERNATIONAL BUSINESS MACHS	5,062	$1.11M	0.48%	-136	Timeline
USMVISHARES TR	12,464	$1.11M	0.47%	+11	Timeline
MAMASTERCARD INCORPORATED	2,049	$1.08M	0.46%	0	Timeline
MCDMCDONALDS CORP	3,705	$1.07M	0.46%	+72	Timeline
MLRGISHARES TR	12,808	$1.04M	0.44%	-3	Timeline
CMCSACOMCAST CORP NEW	26,630	$999K	0.43%	+2,284	Timeline
IGEBISHARES TR	22,505	$998K	0.43%	+1,860	Timeline
RSPTINVESCO EXCHANGE TRADED FD T	25,146	$941K	0.4%	-1,670	Timeline
HDHOME DEPOT INC	2,388	$929K	0.4%	-15	Timeline
VVISA INC	2,933	$927K	0.4%	-222	Timeline
IAUISHARES GOLD TR	18,368	$909K	0.39%	0	Timeline
FTSMFIRST TR EXCHANGE-TRADED FD	14,707	$879K	0.38%	+1,186	Timeline
QCOMQUALCOMM INC	5,424	$833K	0.36%	-124	Timeline
DOCUDOCUSIGN INC	9,230	$830K	0.35%	-190	Timeline
GEGE AEROSPACE	4,747	$792K	0.34%	-38	Timeline
ADBEADOBE INC	1,741	$774K	0.33%	0	Timeline
LNKBLINKBANCORP INC	99,044	$741K	0.32%	0	Timeline
COSTCOSTCO WHOLESALE CORPORATION	799	$732K	0.31%	0	Timeline
DUKDUKE ENERGY CORP NEW	6,712	$723K	0.31%	0	Timeline
UNHUNITEDHEALTH GROUP INC	1,395	$705K	0.3%	+139	Timeline
DGROISHARES TR	11,429	$701K	0.3%	-255	Timeline
IYFISHARES TR	6,287	$695K	0.3%	+198	Timeline
CSCOCISCO SYS INC	11,558	$684K	0.29%	0	Timeline
SNPSSYNOPSYS INC	1,388	$674K	0.29%	0	Timeline
VOOVANGUARD INDEX FDS	1,227	$661K	0.28%	+39	Timeline
TXNTEXAS INSTRS INC	3,503	$657K	0.28%	0	Timeline
COPCONOCOPHILLIPS	6,273	$622K	0.27%	+37	Timeline
DGRWWISDOMTREE TR	7,525	$609K	0.26%	+7	Timeline
TJXTJX COS INC NEW	4,998	$604K	0.26%	0	Timeline
IDUISHARES TR	6,237	$600K	0.26%	+236	Timeline
WMBWILLIAMS COS INC	10,884	$589K	0.25%	0	Timeline
APLDAPPLIED DIGITAL CORP	76,210	$582K	0.25%	new	Timeline
RSPINVESCO EXCHANGE TRADED FD T	3,129	$548K	0.23%	+646	Timeline
DISDISNEY WALT CO	4,890	$545K	0.23%	-211	Timeline
VHTVANGUARD WORLD FD	2,142	$543K	0.23%	-5	Timeline
RKTROCKET COS INC	48,190	$543K	0.23%	-750	Timeline
ADPAUTOMATIC DATA PROCESSING IN	1,835	$537K	0.23%	+163	Timeline
LMTLOCKHEED MARTIN CORP	1,096	$533K	0.23%	-156	Timeline
IXCISHARES TR	13,925	$532K	0.23%	0	Timeline
LOWLOWES COS INC	2,149	$530K	0.23%	0	Timeline
CCITIGROUP INC	7,417	$522K	0.22%	+1	Timeline
CATCATERPILLAR INC	1,438	$521K	0.22%	+1	Timeline
ETNEATON CORP PLC	1,539	$511K	0.22%	+1	Timeline
VLOVALERO ENERGY CORP	4,120	$505K	0.22%	+772	Timeline
NOWSERVICENOW INC	471	$499K	0.21%	-71	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	841	$493K	0.21%	+24	Timeline
LINLINDE PLC	1,176	$492K	0.21%	0	Timeline
CAHCARDINAL HEALTH INC	4,075	$482K	0.21%	0	Timeline
UNPUNION PAC CORP	2,113	$482K	0.21%	-266	Timeline
IJHISHARES TR	7,711	$480K	0.21%	-35	Timeline
OKEONEOK INC NEW	4,785	$480K	0.21%	0	Timeline
TRGPTARGA RES CORP	2,601	$464K	0.2%	-660	Timeline
KRKROGER CO	7,528	$460K	0.2%	+1	Timeline
SOSOUTHERN CO	5,523	$455K	0.19%	-500	Timeline
USFRWISDOMTREE TR	9,020	$454K	0.19%	+12	Timeline
RRYDER SYS INC	2,840	$445K	0.19%	0	Timeline
ISRGINTUITIVE SURGICAL INC	849	$443K	0.19%	-137	Timeline
FDVVFIDELITY COVINGTON TRUST	8,707	$435K	0.19%	+2	Timeline
PGRPROGRESSIVE CORP	1,795	$430K	0.18%	-10	Timeline
FDXFEDEX CORP	1,519	$427K	0.18%	0	Timeline
CORCENCORA INC	1,896	$426K	0.18%	-49	Timeline
SYYSYSCO CORP	5,467	$418K	0.18%	0	Timeline
PANWPALO ALTO NETWORKS INC	2,272	$413K	0.18%	+998	Timeline
CEGCONSTELLATION ENERGY CORP	1,844	$413K	0.18%	0	Timeline
TREXTREX INC	5,956	$411K	0.18%	0	Timeline
MDYGSPDR SERIES TRUST	4,650	$404K	0.17%	-383	Timeline
FISVFISERV INC	1,950	$401K	0.17%	0	Timeline
COWZPACER FDS TR	6,975	$394K	0.17%	-432	Timeline
SPLVINVESCO EXCH TRADED FD TR II	5,624	$394K	0.17%	+4	Timeline
FHLCFIDELITY COVINGTON TRUST	5,952	$389K	0.17%	-121	Timeline
ELVELEVANCE HEALTH INC FORMERLY	1,053	$389K	0.17%	-334	Timeline
ABTABBOTT LABORATORIES	3,427	$388K	0.17%	+1	Timeline
WFCWELLS FARGO & CO	5,472	$384K	0.16%	+665	Timeline
NEENEXTERA ENERGY INC	5,352	$384K	0.16%	0	Timeline
AMDADVANCED MICRO DEVICES INC	3,157	$381K	0.16%	-1,603	Timeline
XNXJXNUVEEN NEW JERSEY	31,095	$378K	0.16%	0	Timeline
BBYBEST BUY INC	4,350	$373K	0.16%	0	Timeline
KOCOCA COLA CO	5,944	$370K	0.16%	-34	Timeline
MPCMARATHON PETE CORP	2,650	$370K	0.16%	0	Timeline
VUSBVANGUARD BD INDEX FDS	7,450	$370K	0.16%	+1,450	Timeline
REDFIN CORPREDFIN CORP	46,900	$369K	0.16%	-300
TSLATESLA INC	912	$368K	0.16%	-137	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	799	$362K	0.15%	+1	Timeline
IXUSISHARES TR	5,452	$361K	0.15%	-96	Timeline
TGTTARGET CORP	2,665	$360K	0.15%	0	Timeline
INTUINTUIT	567	$356K	0.15%	0	Timeline
EPDENTERPRISE PRODS PARTNERS L	11,355	$356K	0.15%	0	Timeline
QUALISHARES TR	1,993	$355K	0.15%	+27	Timeline
TTTRANE TECHNOLOGIES PLC	954	$352K	0.15%	0	Timeline
VCLTVANGUARD SCOTTSDALE FDS	4,650	$348K	0.15%	-1,795	Timeline
ACNACCENTURE PLC IRELAND	981	$345K	0.15%	+120	Timeline
DONWISDOMTREE TR	6,607	$337K	0.14%	-249	Timeline
ANSYS INCANSYS INC	998	$337K	0.14%	0
METAMETA PLATFORMS INC	574	$336K	0.14%	+31	Timeline
IWVISHARES TR	1,000	$334K	0.14%	0	Timeline
BKNGBOOKING HOLDINGS INC	67	$333K	0.14%	-17	Timeline
GEVGE VERNOVA INC	1,006	$331K	0.14%	-137	Timeline
LMBSFIRST TR EXCHANGE-TRADED FD	6,659	$324K	0.14%	+9	Timeline
LVSLAS VEGAS SANDS CORP	6,268	$322K	0.14%	+25	Timeline
LNGCHENIERE ENERGY INC	1,476	$317K	0.14%	-118	Timeline
TDTORONTO DOMINION BK ONT	5,920	$315K	0.13%	+32	Timeline
VEEVVEEVA SYS INC	1,499	$315K	0.13%	0	Timeline
SKXSKECHERS U S A INC	4,645	$312K	0.13%	0	Timeline
VIGVANGUARD SPECIALIZED FUNDS	1,568	$307K	0.13%	+1	Timeline
IMCBISHARES TR	4,022	$306K	0.13%	0	Timeline
CMGCHIPOTLE MEXICAN GRILL INC	5,058	$305K	0.13%	0	Timeline
UPSUNITED PARCEL SVCS INC	2,395	$302K	0.13%	+7	Timeline
PPLPPL CORP	9,215	$299K	0.13%	+4	Timeline
VRTVERTIV HOLDINGS CO	2,582	$293K	0.13%	-1,136	Timeline
NADNUVEEN QUALITY MUNCP INCOME	25,026	$292K	0.12%	0	Timeline
FTCSFIRST TR EXCHANGE-TRADED FD	3,253	$286K	0.12%	0	Timeline
THGHANOVER INS GROUP INC	1,817	$281K	0.12%	0	Timeline
BMYBRISTOL-MYERS SQUIBB CO	4,963	$281K	0.12%	new	Timeline
TKOTKO GROUP HOLDINGS INC	1,948	$277K	0.12%	new	Timeline
KKRKKR & CO INC	1,863	$276K	0.12%	-50	Timeline
HONHONEYWELL INTL INC	1,216	$275K	0.12%	+100	Timeline
VOOVVANGUARD ADMIRAL FDS INC	1,485	$274K	0.12%	-12	Timeline
ORLYOREILLY AUTOMOTIVE INC	231	$274K	0.12%	0	Timeline
PEPPEPSICO INC	1,790	$272K	0.12%	-75	Timeline
EXCEXELON CORP	7,222	$272K	0.12%	-50	Timeline
PNCPNC FINL SVCS GROUP INC	1,390	$268K	0.11%	0	Timeline
GSCGOLDMAN SACHS ETF TR	5,225	$268K	0.11%	-2,110	Timeline
SLVISHARES SILVER TR	10,125	$267K	0.11%	new	Timeline
MRSHMARSH & MCLENNAN COS INC	1,244	$264K	0.11%	+145	Timeline
PODDINSULET CORP	1,000	$261K	0.11%	0	Timeline
WMWASTE MGMT INC DEL	1,291	$261K	0.11%	+54	Timeline
IJRISHARES TR	2,190	$252K	0.11%	+2	Timeline
EOGEOG RES INC	2,058	$252K	0.11%	-138	Timeline
ADIANALOG DEVICES INC	1,187	$252K	0.11%	0	Timeline
AMATAPPLIED MATLS INC	1,534	$249K	0.11%	-518	Timeline
OREALTY INCOME CORP	4,630	$247K	0.11%	+954	Timeline
ONON SEMICONDUCTOR CORP	3,902	$246K	0.11%	0	Timeline
AMTAMERICAN TOWER CORP	1,331	$244K	0.1%	-48	Timeline
MSMORGAN STANLEY	1,894	$238K	0.1%	new	Timeline
PHPARKER-HANNIFIN CORP	368	$234K	0.1%	0	Timeline
MCKMCKESSON CORP	410	$233K	0.1%	-20	Timeline
MELIMERCADOLIBRE INC	137	$233K	0.1%	new	Timeline
CSGPCOSTAR GROUP INC	3,239	$232K	0.1%	0	Timeline
CBCHUBB LIMITED	825	$228K	0.1%	0	Timeline
LGOVFIRST TR EXCHANGE-TRADED FD	10,925	$228K	0.1%	-3,260	Timeline
GISGENERAL MILLS INC	3,500	$223K	0.1%	+222	Timeline
AMGNAMGEN INC	847	$221K	0.09%	+150	Timeline
SHVISHARES TR	2,000	$220K	0.09%	0	Timeline
COWGPACER FDS TR	6,800	$218K	0.09%	new	Timeline
SPHQINVESCO EXCHANGE TRADED FD T	3,227	$216K	0.09%	+77	Timeline
FXLFIRST TR EXCHANGE-TRADED FD	1,453	$216K	0.09%	-82	Timeline
IFRAISHARES TR	4,575	$212K	0.09%	+70	Timeline
LHXL3HARRIS TECHNOLOGIES INC	987	$208K	0.09%	-89	Timeline
BBIOBRIDGEBIO PHARMA INC	7,545	$207K	0.09%	-2,135	Timeline
PFFISHARES TR	6,583	$207K	0.09%	+300	Timeline
VIKVIKING HOLDINGS LTD	4,680	$206K	0.09%	new	Timeline
TROWPRICE T ROWE GROUP INC	1,770	$200K	0.09%	new	Timeline
ABUSARBUTUS BIOPHARMA CORP	61,020	$200K	0.09%	+6,500	Timeline
BDJBLACKROCK ENHANCED EQUITY DI	21,892	$181K	0.08%	0	Timeline
NVGNUVEEN AMT FREE MUN CR INC F	14,354	$176K	0.08%	0	Timeline
FFORD MTR CO	15,796	$156K	0.07%	-1,000	Timeline
WBDWARNER BROS DISCOVERY INC	13,516	$143K	0.06%	-238	Timeline
XNEAXNUVEEN AMT FREE QLTY MUN INC	11,950	$135K	0.06%	0	Timeline
NUVNUVEEN MUN VALUE FD INC	14,736	$127K	0.05%	0	Timeline
QSIQUANTUM SI INC	35,050	$94.6K	0.04%	0	Timeline
SGMOQSANGAMO THERAPEUTICS INC	72,800	$74.3K	0.03%	new	Timeline
NVTSNAVITAS SEMICONDUCTOR CORP	17,950	$64.1K	0.03%	-200	Timeline
TILRAY INCTILRAY INC	30,835	$41K	0.02%	-419
WRNWESTERN COPPER & GOLD CORP	36,600	$38.4K	0.02%	+13,000	Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
CPBTHE CAMPBELLS COMPANY	6,370	$312K	shares
BLVVANGUARD BD INDEX FDS	3,480	$262K	shares
SDVYFIRST TR EXCHANGE TRADED FD	6,865	$250K	shares
SCCOSOUTHERN COPPER CORP	2,039	$236K	shares
VCSHVANGUARD SCOTTSDALE FDS	2,669	$212K	shares
CELHCELSIUS HLDGS INC	6,740	$211K	shares
RTXRTX CORPORATION	1,726	$209K	shares
MOALTRIA GROUP INC	4,083	$208K	shares
LUMINAR TECHNOLOGIES INCLUMINAR TECHNOLOGIES INC	80,000	$72K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001214659-25-008455	base		2025-05-28	acceptance time not in the bulk data set	2026-10-07 18:25:06 UTC